iShares Global Financials ETF IXG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IXG

Will IXG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Global Financials ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings IXG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

6.57 46M
Financial Services

JPMorgan Chase & Co

5.74 40M
Financial Services

Visa Inc Class A

4.53 31M
Financial Services

Mastercard Inc Class A

3.28 23M
Financial Services

Bank of America Corp

2.14 15M
Financial Services

HSBC Holdings PLC

2.03 14M
Financial Services

Royal Bank of Canada

1.81 13M
Financial Services

The Goldman Sachs Group Inc

1.66 12M
Financial Services

Wells Fargo & Co

1.62 11M
Financial Services

Mitsubishi UFJ Financial Group Inc

1.62 11M
Financial Services

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